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Steve Lockshin

early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr. He has appeared widely in the finance and business press...

Last Update: 2019-11-16T19:02:32Z Word Count : 1622 Synonim Steve Lockshin

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Steve Lockshin

Steve Lockshin is an entrepreneur and financial advisor, focusing on ultra high-net-worth clients. He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 (which shut down a year later), and Advice Period in 2013 (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019).He is an early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr.He has appeared widely in the finance and business press, and at conferences in the financial services and fintech industries. He has served on CNBC's Digital Financial Advisor Council.


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